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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,036 | $48,011-8.3% | $63,803-31.0% | $82,637-46.7% |
| Participation rate | 63.8% | 66.6%-2.8pp | 72.7%-8.9pp | 68.1%-4.3pp |
| Annual return | 10.19% | 19.84%-9.7pp | 543.72%-533.5pp | 53.51%-43.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,373 | $2,846+53.6% | $3,843+13.8% | $4,126+6.0% |
| Admin fee / account holder | $13,663 | $3,873+252.7% | $5,196+162.9% | $7,339+86.2% |